Customers and contacts
Connect companies, contacts, enquiries and quotes. Several deals and the work of several colleagues can then be organised under one customer.
CUSTOM CRM DEVELOPMENTCUSTOMER MANAGEMENT · SALES · AI CRM INTEGRATION
Custom CRM development.Built around your processes.
Enquiries, quotes, customer data and upcoming tasks come together in a system designed around the way you work. Custom CRM development aims to make sales and customer management easier to track, organise and develop further.
Customer management, automation and optional AI assistance — tailored to your sales process.
CRM / PROCESS FLOWWORKFLOW EXAMPLE
One system. Traceable steps.
01
EnquiryNew customer and enquiry
02
QuoteStatus, owner, tasks
03
DealTraceable history
CUSTOMER RELATIONSHIPS
Make the customer journey clear.
In a growing business, leads, quotes and feedback are often spread across several applications or colleagues. A custom CRM provides a shared workspace for the process.
01 / DETAIL
Track every enquiry
Enquiries from your website, telephone or email in a shared register, with a clear next step.
02 / DETAIL
Your own sales stages
The pipeline can reflect the actual steps of quoting, discussions, ordering and delivery.
03 / DETAIL
Owners and deadlines
Everyone can see who owns a task and the next customer contact, helping the team work together.
04 / DETAIL
Reports based on real data
Quotes, active deals and bottlenecks in a clear management view.
05 / DETAIL
Connected systems
Connect website forms, a customer portal, a calendar or other business tools wherever technically possible.
06 / DETAIL
Business logic that can grow
New fields, roles and modules can be added when your operations need them.
A WORKING DAY IN THE CRM
From first enquiry to returning customer: what the system helps you manage.
A CRM shows its value when several people work on the same deal. Customer history, current status and the next task come together in one workflow. The following example shows one possible approach that can be tailored to your business.
| Business event | What does the CRM do? | What does the team gain? |
|---|---|---|
| New enquiry | A deal is created from a form submission or manual entry, with a source and an owner. | The new enquiry is visible and can be assigned and tracked. |
| Initial discussion | The requirements, discussion outcome and next step can be recorded. | Colleagues see the same history. |
| Preparing a quote | The deal receives a status and deadline; the quote is linked to the customer. | It is clear which quotes are awaiting a response. |
| Follow-up | A task and reminder can be created for the responsible colleague. | The next customer contact is less likely to be missed. |
| Order and handover | The deal can move into the delivery process, passing on the necessary data. | Sales and delivery build on each other. |
| Management overview | The system can show open deals, their status and bottlenecks. | It is easier to identify where action is needed. |
The specific screens, fields and automations always reflect the project scope agreed together. Learn more about how the customer management system works →
SPECIALIST PAGES
Your custom CRM can address several business needs.
Customer management, system integrations and AI-assisted workflows address different business problems. The development process and pricing help you plan the project. Choose the direction that fits your business's current situation.
Customer management system ↗Customers, quotes, pipeline and tasksCRM automation ↗Forms, email, APIs and traceable eventsAI CRM integration ↗AI processing of incoming enquiries, customer history summaries and response drafts for approvalCRM development pricing ↗Project scope, costs and quotationsCRM development process ↗From discovery to launch
ILLUSTRATIVE BUSINESS PROCESS
An enquiry's journey through the CRM.
The following example is illustrative, rather than a presentation of a completed client project. The actual workflow is designed together with the business.
01
A new enquiry arrives
The customer's details and question are recorded in the right place.
02
Owner and next step
The enquiry goes to the right colleague, with a task and a deadline.
03
Quote and follow-up
See when a quote was prepared, what response is expected and when to follow up.
04
Order and summary
The outcome, next task and key management metrics can all be retrieved.
FOR BUSINESSES
When should you consider a custom CRM?
Particularly when your sales and delivery processes are distinctive, your team works across several locations, or moving data involves substantial manual work.
01 / DETAIL
Service businesses
Manage quote requests, site surveys, recurring work and customer history.
02 / DETAIL
B2B sales
Longer quotation cycles, several contacts, your own sales statuses and management visibility.
03 / DETAIL
Collaboration across teams
Coordinated information flow between sales, customer relations, operations and management.
CUSTOM CRM ARCHITECTURE
Customer data, processes and systems: how does it all fit together?
The first development decision is which information and steps belong together. A good CRM follows the logic of everyday work: the team needs a meaningful interface, supported by organised operations behind the scenes.
Pipeline and custom statuses
The stages reflect your business: initial contact, discovery, quotation, order and delivery — only the steps you actually use.
Roles and interfaces
Salespeople can see their active deals, administrators their tasks, and managers the overall processes. Access is designed around responsibilities.
Automated workflow steps
A new enquiry can create a task; a status change can trigger a notification or a scheduled reminder. Decisions requiring human judgement remain with the appropriate colleague.
Connecting existing tools
A website, email, calendar, customer portal or other internal system can be connected if the software technically supports it. CRM integrations in detail →
Rollout and further development
Data preparation, realistic tests, staff feedback and the initial live launch. The foundations for later expansion can be established during system design.
CUSTOMER AND PROCESS MODEL
What goes into the CRM, and how is the data connected?
A custom CRM is more than an Excel customer list with a better-looking interface. It needs to turn the reality of a business into organised relationships: who places the order, who is the contact, which deal does the quote belong to, and which colleague owns it?
Separate company and contact records
A business customer may have several contacts, and the same contact may appear in several projects. Staff changes then do not erase the entire customer history; users can find the relevant company, person and deal separately.
Connected enquiries, quotes and orders
One company may have two simultaneous quote requests with different amounts, statuses and deadlines. A sales deal should therefore not be stored merely as a single field in a customer record.
Customer history and the next task
Notes, calls, meetings, sent quotes and callback deadlines can be tracked in a chronological view. Useful customer history is more than a log: it makes clear who needs to act now.
Custom fields and validation rules
Industry, site, service type, expected project value or priority may be relevant. Only introduce required fields that actually support a decision; otherwise, staff will work around the process.
REAL WORKFLOW RULES
What makes a pipeline more than a set of draggable columns?
Statuses only support the work when each stage has clear entry requirements and a defined next step. In a B2B sales process, “discovery complete” requires different evidence from “quote accepted”.
| Stage | Example entry requirement | Next task for the owner |
|---|---|---|
| New enquiry | The prospect, source and contact details have been recorded | Make contact by a set deadline |
| Requirements clarified | The task, decision-maker and expected outcome are known | Prepare the quote |
| Quote sent | The quote version and sending time have been recorded | Request feedback |
| Decision pending | The expected decision date and any obstacles are visible | Targeted follow-up |
| Won / closed | The agreement or reason for rejection has been recorded | Handover for delivery, or capture lessons learned |
This structure enables management reports to show how many quotes are open, where deals spend the longest time, and which channels generate meaningful enquiries. For a custom business system, the exact metrics and definitions are chosen during discovery.
CUSTOM DEVELOPMENT OR AN OFF-THE-SHELF CRM
When is a custom system worth building, and when is it not?
Not every business needs a custom CRM. If you need a customer list, a few sales stages and basic notifications, a well-configured subscription product may be enough. Custom development becomes a meaningful alternative when your own process is central to your operations.
An off-the-shelf CRM may be suitable if…
Your workflow is close to a standard sales model, you can accept the system's configuration limits, and you do not need tight integration with your own internal applications.
A custom CRM may be justified if…
Several business roles work on the same deal, status changes depend on complex conditions, you need custom modules, or sales needs to pass data directly to delivery.
A hybrid solution can also work
An existing CRM can remain the central customer register, alongside a custom customer portal, quote management tool or internal workflow. This avoids unnecessary system redevelopment.
Which decisions need evidence first?
Assess the limits of your current tools, lost working hours, changing requirements, integration options and the expected operational workload. Only then does it make sense to choose the final technology.
AI IN THE CRM
Where can AI CRM integration add real value?
AI CRM integration can be part of a new custom CRM or a targeted extension to an existing system, provided the connection is technically feasible. AI does not replace core customer management processes: with organised data and verifiable workflow steps, it can help process lengthy enquiries, summarise history and prepare the next task.
Interpreting incoming enquiries
From a longer free-text enquiry, AI can suggest a service category, summarise the request and flag information missing for a quote. The responsible colleague still makes the decision.
Summarising customer history
Several notes, conversations and open tasks can be turned into a quick overview. Bringing facts, open questions and commitments into one view can be particularly useful before a handover.
Quote and response drafts
Existing deal data can be used to suggest an initial response or next step, which a colleague reviews and edits. Automatic sending is not the default; it requires a separate decision and controls.
Quality and measurement
You can measure how much time the feature saves, how many AI suggestions are manually corrected and when it makes mistakes. If it creates more checking work than it saves, it needs to be redesigned.
KNOWLEDGE BASE + SERVICES
The business questions behind a CRM.
Knowledge Base articles help you prepare for a decision. The service pages explain the specific solutions I offer.
DISCOVERY AND DEVELOPMENT
What makes a clearly scoped project and a useful first version?
To get started, we need to understand your problem. We assess the current customer journey, team responsibilities and systems, then plan the first development phase that will deliver practical value.
01. Current workflow
Where do enquiries come from? Who responds? Where are quotes prepared? When does another colleague take over? These questions reveal the actual process.
02. First-version scope
We define which records, statuses, tasks and reports are essential for launch, and which developments should be left for a later phase.
03. Connections and handover
We examine the existing data and applications connected to the system, the trial tasks used to verify it, and the handover process.
04. Day-to-day operation
We plan error messages, backups, appropriate access levels and clear operational states. These are part of a business system used every day.
INDICATIVE CRM DEVELOPMENT PRICING
How much does a custom CRM cost? Four clear development levels.
Extending an existing system with a specific feature involves different work from building a custom CRM. The following figures are CRM-specific, indicative starting prices: the exact features, testing and handover are defined in an individual quotation.
| Development level | Indicative price | What kind of work is it intended for? |
|---|---|---|
| CRM moduleA targeted feature for an existing system | From HUF 690,000 | For example, quote tracking, task assignment or a simple connected administration interface; not a complete CRM. |
| CRM StartAn initial custom customer management system | From HUF 2,490,000 | Customer and contact records, one sales process, basic tasks and a clear administration interface. |
| CRM BusinessA CRM covering several workflows | From HUF 4,990,000 | Custom statuses, several roles, quote tracking, targeted automation and reporting requirements. |
| CRM PlatformA complex, integrated business CRM | From HUF 9,900,000 | Several teams, more complex permissions, custom modules, external system connections, migration and testing requirements. |
Important distinction: a CRM module is a targeted development for an existing system, not a standalone, complete customer management platform. The other levels indicate the potential scope of a complete solution; the prices shown do not include unlimited features or integrations that have not been defined in advance.
FAQ
Frequently asked questions.
The questions businesses most often ask before CRM development.
What makes a CRM system custom?
Development is based on the business's own customer data, sales stages, tasks and staff. The features and connected systems depend on the project scope agreed together.
Can a CRM be built using existing Excel or form data?
Yes. Once the existing data has been reviewed and organised, migration can also be planned. The exact options depend on the condition of the data and the chosen system architecture.
Can a CRM be used on mobile?
The interface can be designed for mobile phones and tablets, particularly if the team manages customers and tasks while travelling.
How much does a custom CRM cost?
Indicative starting prices are HUF 690,000 for a targeted CRM module within an existing system and HUF 2,490,000 for a standalone CRM Start development. Several workflows and integrations call for a higher development level. The exact scope and price are defined in an individual quotation; a detailed CRM price list is available on a separate page.
KALUZSA KRISZTIÁN · CUSTOM WEB DEVELOPMENT
Let's build around the way your business works.
Show me how your team currently works, where deals get stuck and what you want to achieve. We can then discuss the right CRM solution and the next development step.